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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
TAIM
2951
Te Ahumairangi Investment Management
New Zealand
$564M +$43.7M +8% 7.28% 55.2% 86 3.49%
AWM
2952
Affinity Wealth Management
Delaware
$564M +$15.7M +3% 5.66% 116% 110 15.45%
CM
2953
Capital Management
Virginia
$563M +$63.8M +13% 11.7% 52.5% 80 7.5%
AR
2954
Advisory Research
Illinois
$563M +$31.3M +6% 10.3% 123% 167 10.78%
WAM
2955
Warberg Asset Management
Illinois
$562M -$96.3M -15% 0.04% 49.8% 270 40.74%
WI
2956
Wahed Invest
New York
$562M +$63.9M +13% 4.81% 95.1% 244 13.93%
EFG
2957
Embree Financial Group
Illinois
$561M +$41M +8% 5.81% 203 13.3%
MAM
2958
Montanaro Asset Management
United Kingdom
$561M +$24.7M +5% 7.06% 37.4% 48 6.25%
TCM
2959
Trybe Capital Management
Connecticut
$561M +$1.65M +0.3% 0.69% 327% 15 20%
GFG
2960
Greystone Financial Group
Michigan
$560M +$48.3M +9% 7.21% 64.8% 115 25.22%
APG
2961
Abacus Planning Group
South Carolina
$560M +$43.9M +9% 7.18% 59.1% 236 15.68%
OLA
2962
Oliver Luxxe Assets
New Jersey
$559M +$88.3M +19% 9.39% 141% 207 23.67%
FFWA
2963
FRG Family Wealth Advisors
Washington
$559M +$42.2M +8% 3.87% 76.4% 147 6.12%
PFG
2964
PAX Financial Group
Texas
$558M +$45.5M +9% 6.13% 42.5% 255 21.57%
WLIM
2965
White Lighthouse Investment Management
Massachusetts
$557M +$39.1M +8% 5.57% 46.8% 133 10.53%
HGWM
2966
Horst & Graben Wealth Management
Oregon
$557M +$33.7M +6% 5.71% 55.1% 162 11.73%
SIG
2967
Sky Investment Group
Connecticut
$557M +$34.1M +7% 7.07% 68% 141 5.67%
SIG
2968
Sargent Investment Group
Maryland
$557M +$66.4M +14% 10.7% 105% 228 8.77%
EWA
2969
Evolution Wealth Advisors
Florida
$556M +$43.2M +8% 4.96% 84.5% 149 18.79%
MCP
2970
Mirador Capital Partners
California
$556M +$24.1M +5% 4.96% 102% 202 10.89%
PCMC
2971
Private Capital Management (Colorado)
Colorado
$555M +$51.7M +10% 6.6% 20% 305 26.23%
PWA
2972
Physician Wealth Advisors
Utah
$554M +$11.5M +2% 6.01% 71.3% 189 6.88%
LS
2973
Leelyn Smith
Illinois
$554M +$36.7M +7% 6.6% 77.3% 133 15.04%
VNA
2974
Valley National Advisers
Pennsylvania
$554M -$120M -18% 6.42% 79% 1,183 39.31%
GWI
2975
Grace & White Inc
New York
$554M +$21.2M +4% 5.4% 61.5% 138 5.8%